25 LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

25 LLC’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$365K	Sell	477 -195	-29%	-$149K	0.1%	50
2026 Q2	$503K	Buy	672 +3	+0.4%	+$2.18K	0.14%	43
2026 Q1	$437K	Hold	669	–	–	0.13%	44
2025 Q4	$458K	Buy	669 +193	+41%	+$131K	0.15%	44
2025 Q3	$318K	Buy	476 +89	+23%	+$57.3K	0.11%	49
2025 Q2	$240K	Hold	387	–	–	0.09%	58
2025 Q1	$217K	Buy	+387	New	+$229K	0.09%	55
2023 Q3	–	Sell	-338	Closed	-$153K	–	272
2023 Q2	$153K	Sell	338 -6	-2%	-$2.53K	0.08%	43
2023 Q1	$143K	Buy	+344	New	+$138K	0.09%	45

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

25 LLC's IVV Position: Q3 2026 in Review

25 LLC reduced its iShares Core S&P 500 ETF (IVV) stake by 29% in Q3 2026, selling an estimated $149K and leaving 477 shares worth $365K. The position accounts for 0.1% of the portfolio, ranked #50.

25 LLC first reported a position in IVV in Q1 2023 and has held it in 9 quarters since. The position peaked at $503K in Q2 2026. 2,365 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

25 LLC held 477 shares of iShares Core S&P 500 ETF worth $365K as of Q3 2026.
25 LLC sold 195 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $149K.
iShares Core S&P 500 ETF made up 0.1% of 25 LLC's portfolio in Q3 2026, its #50 holding.
25 LLC first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 9 quarters since.
25 LLC's iShares Core S&P 500 ETF position peaked at $503K in Q2 2026.
2,365 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on 25 LLC's 13F filing for Q3 2026, filed 13 Oct 2026.